We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$110M +$72.3M +1,702,781 +195%
SC
2
Savant Capital
Illinois
$79.6M +$36.5M +859,958 +85%
LPL Financial
3
LPL Financial
California
$76.8M +$7.9M +186,033 +12%
SI
4
SimpliFi Inc
California
$41M +$40.9M +961,902 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$38.5M +$3.78M +88,900 +11%
AWM
6
AE Wealth Management
Kansas
$30M +$831K +19,565 +3%
TC
7
Trilogy Capital
California
$28.1M -$13.2M -310,553 -32%
PWMG
8
Prestige Wealth Management Group
New Jersey
$21M -$240K -5,639 -1%
EH
9
Equitable Holdings
New York
$17.7M -$2.97M -69,975 -14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.8M -$371K -8,739 -3%
IA
11
IFP Advisors
Florida
$11.1M -$544K -12,794 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$11M +$1.7M +39,956 +18%
Citadel Advisors
13
Citadel Advisors
Florida
$10.8M +$7.68M +180,816 +254%
Jane Street
14
Jane Street
New York
$8.88M +$4.07M +95,857 +85%
SFA
15
Sequoia Financial Advisors
Ohio
$8.87M -$717K -16,880 -8%
Morgan Stanley
16
Morgan Stanley
New York
$7.07M +$363K +8,551 +5%
UBS Group
17
UBS Group
Switzerland
$7M -$31.1K -731 -0.4%
RA
18
RFG Advisory
Alabama
$6.74M -$50.4M -1,186,411 -89%
LFPWM
19
Leicht Financial Planning & Wealth Management
New Jersey
$6.64M +$45.5K +1,072 +0.7%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$6.47M -$1.21M -28,422 -16%
PAG
21
Private Advisor Group
New Jersey
$5.55M +$4.36M +102,641 +45%
KIA
22
KLR Investment Advisors
Rhode Island
$4.62M +$4.6M +108,280 New
MML Investors Services
23
MML Investors Services
Massachusetts
$4.58M +$531K +12,504 +13%
DK
24
David Kennon
Florida
$4.26M +$108K +2,531 +3%
3LCM
25
3D/L Capital Management
Connecticut
$4.01M -$1.22M -28,808 -23%
1
2 3 4 5